ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low |
| Asset Size (Cr) | ₹51 Cr | ₹9167 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2019 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | % | 1110% |
| Expense Ratio | 0.93 | 0.74 |
| Manager | Vikrant Mehta | Deepesh Agarwal |
| ISIN Code | INF00XX01416 | INF789FB1RJ0 |
| Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.61% | 0.52% |
| 6 Month | 2.84% | 2.79% |
| 1 Year | 6.62% | 6.65% |
| 3 Year | 6.53% | 7.1% |
| 5 Year | 4.82% | 5.71% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.46% | 1.46% |
| 1 Year | 6.29% | 6.3% |
| 3 Year | 6.78% | 7.03% |
| 5 Year | 5.91% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 3.34% | 6.86% |
| 3 Year | 4.2% | 6.69% |
| 5 Year | 4.34% | 6.96% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.51% | 0.41% |
| Sharp | -0.67% | 0.79% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Deepesh Agarwal |
| Total AUM | ₹698 Cr | ₹35015 Cr |
| Funds Managed | 8 | 9 |
| ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.48 | 21.57 |
| Large Cap | 36.4 | 54.1 |
| Mid Cap | 23.64 | 20.86 |
| Small Cap | 9.48 | 3.48 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.69 | 20.38 |
| Industrials | 8.46 | 5.25 |
| Financial Services | 31.18 | 31.03 |
| Healthcare | 2.83 | 4.02 |
| Basic Materials | 12.45 | 8.05 |
| Energy | 1.3 | 5 |
| Consumer Cyclical | 1.16 | 9.56 |
| Utilities | 1.43 | 2.09 |
| Communication Services | 1.21 | 3.74 |
| Consumer Defensive | 1.22 | 5.05 |
| Real Estate | 0.79 | 1.54 |
| Technology | 9.27 | 4.27 |
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